Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Virtus ETF Tr II (JOET)

54 + Investors. Track Smart Money conviction in JOET. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
7Q ▲
Buyers last Q
44%

Smart Money Signals — JOET

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added JOET than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
54 hedge funds hold JOET right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+35% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 44% buying

24 buying30 selling
Last quarter: 30 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 22% medium ■ 31% new
25 out of 54 hedge funds have held JOET for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+18% value, -1% shares)

Value
+18%
Shares
-1%
Last quarter: total value of institutional JOET holdings rose +18% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

10 → 8 → 9 → 12 → 11 new funds/Q
New funds entering each quarter: 8 → 9 → 12 → 11. A growing number of institutions are discovering JOET each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 44% veterans vs 43% newcomers

■ 44% veterans ■ 13% 1-2yr ■ 43% new
Entry-cohort mix of 54 holders: 24 (44%) are 2+ year veterans, 7 entered 1–2 years ago, and 23 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
11 of 54 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in JOET. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JOET

In 2026 Q2, 24 hedge funds were net buyers of JOET (11 opened a new position, 13 added to an existing one), while 30 reduced or exited (21 trimmed, 9 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in JOET is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: JOET

How many hedge funds hold JOET — quarterly history vs. share price
Quarterly hedge fund ownership of JOET vs. share price

Market Analysis: JOET

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JOET

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: JOET
54 + Investors

Track Smart Money conviction in JOET. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 52 3.85%
13F Shares 3M 3M -1.21%
Total Value $120M $102M 17.99%
New Positions 11 12 -1
Increased Positions 13 14 -1
Closed Positions 9 8 +1
Reduced Positions 21 19 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JOET

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Institutional Holders (2026 Q2)

54 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JOET. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JOET holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cassady Wealth & Retirement Planning, LLC 2.08% 96,521 $4.5M
2 Apeiron RIA LLC 0.63% 52,977 $2.5M
3 Wealth Management Partners, LLC 0.44% 40,009 $1.9M
4 Total Clarity Wealth Management, Inc. 0.38% 42,418 $2.0M
5 Main Street Financial Solutions, LLC 0.34% 117,379 $4.7M
6 Palumbo Wealth Management LLC 0.24% 24,484 $1.1M
7 DKM Wealth Management, Inc. 0.23% 7,594 $351K
8 O'ROURKE & COMPANY, Inc 0.20% 12,459 $577K
9 Institute for Wealth Management, LLC. 0.15% 36,312 $1.7M
10 Clearview Wealth Management LLC 0.13% 4,331 $200K
11 Empirical Asset Management, LLC 0.10% 9,650 $447K
12 Triumph Capital Management 0.07% 8,782 $406K
13 DHJJ Financial Advisors, Ltd. 0.04% 2,946 $136K
14 Hickory Point Bank & Trust 0.03% 1,000 $46K
15 Savvy Advisors, Inc. 0.02% 17,432 $807K
16 Bleakley Financial Group, LLC 0.02% 28,302 $1.3M
17 NewEdge Advisors, LLC 0.01% 92,435 $4.3M
18 Harbour Investments, INC. 0.01% 19,101 $884K
19 Ritholtz Wealth Management 0.01% 12,250 $567K
20 LPL Financial LLC 0.00% 391,401 $18.1M
21 Wells Fargo & Company/Mn 0.00% 450,595 $20.9M
22 Kestra Private Wealth Services, LLC 0.00% 6,556 $303K
23 Osaic Holdings, INC. 0.00% 55,443 $2.6M
24 Arax Advisory Partners 0.00% 7,208 $334K
25 Virtus Advisers, LLC 0.00% 95 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Virtus ETF Tr II (JOET)

What does the Smart Money Trend signal show for JOET?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added JOET than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JOET?

More sellers than buyers — 44% buying: Last quarter: 30 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JOET holders?

Elite ownership — 67% AUM from top-100 funds: 11 of 54 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in JOET. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JOET?

46% of holders stayed for 2+ years: 25 out of 54 hedge funds have held JOET for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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